SC

Savant Capital Portfolio holdings

AUM $17.6B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$84.5M
3
+$81.2M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$65.8M
5
BND icon
Vanguard Total Bond Market
BND
+$64.2M

Top Sells

1
+$22.8M
2
+$13.7M
3
+$11.1M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$10.9M
5
SW
Smurfit Westrock
SW
+$9.85M

Sector Composition

1 Technology 4.12%
2 Financials 2.17%
3 Consumer Discretionary 1.48%
4 Industrials 1.48%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$344K ﹤0.01%
+15,021
902
$343K ﹤0.01%
5,129
+348
903
$343K ﹤0.01%
+14,697
904
$341K ﹤0.01%
5,469
-284
905
$340K ﹤0.01%
3,698
+996
906
$338K ﹤0.01%
6,118
-46
907
$336K ﹤0.01%
12,573
908
$336K ﹤0.01%
187
+43
909
$336K ﹤0.01%
+12,902
910
$335K ﹤0.01%
20,180
+2,266
911
$334K ﹤0.01%
+5,959
912
$333K ﹤0.01%
+11,950
913
$333K ﹤0.01%
+6,859
914
$333K ﹤0.01%
16,027
+2,652
915
$332K ﹤0.01%
+31,250
916
$331K ﹤0.01%
1,517
+271
917
$330K ﹤0.01%
5,658
-1,957
918
$329K ﹤0.01%
+10,364
919
$327K ﹤0.01%
6,614
+1,168
920
$326K ﹤0.01%
5,643
+1,524
921
$326K ﹤0.01%
698
+40
922
$326K ﹤0.01%
+3,292
923
$326K ﹤0.01%
17,531
-294
924
$326K ﹤0.01%
8,121
-433
925
$323K ﹤0.01%
15,275
+5,724
35 36
37
38 39